THE ESTATE PLANNING COUNCIL OF WINSTON-SALEM, INC.

The Winston-Salem Estate Planning Council invites you to Forsyth Country Club on Wednesday, January 28, 2026 for our annual Economic & Market Update presentation with Jason P. Lioon, CFA – Deputy Chief Investment Officer with Diversified Trust Company.

Diversified Trust Company is an employee-owned trust company based in the Southeast. Their clients include individuals, multi-generational families and family-owned businesses. They offer a wholistic approach with competencies in Financial & Estate Planning, Investment Management & Oversight, Fiduciary Services and Administrative Services.

As Deputy Chief Investment Officer, Jason is a senior member of the Investment Team. He is primarily responsible for the oversight of the firm’s equity strategies and as a senior advisor to clients concerning investment strategies. Prior to joining Diversified Trust, Jason served as a Financial Analyst with Goldman, Sachs & Co. in the Private Wealth Management division, where he created investment plans for high-net-worth individuals and helped manage over $1 billion in client assets.

Jason completed his undergraduate work at Dartmouth College, where he received a Bachelor of Arts in Psychology. He also received a Master of Business Administration from Vanderbilt University’s Owen Graduate School of Management with concentrations in Finance and Real Estate. He is a CFA charterholder and member of the Atlanta Society of Finance and Investment Professionals. Jason also serves as the Treasurer and head of the Finance Committee at Arbor Montessori School. He is a past Treasurer of the Better Business Bureau of Atlanta, having served on its board from 2011-2017.

Please be sure to bring your name tags and business cards.

Attendance is free for EPC members. Please note that guest fees for this event are $50/guest.

Attire: Business/Business Casual

RSVP Deadline: Tuesday, January 13, 2025, 5 p.m. EST